Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes - but what do investors need to consider before taking a thematic approach to investment?
There are signs of optimism in industrials, artificial intelligence is having an impact beyond tech companies, and EVs could still be a viable investment.
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.
Market sentiment has soured on environmental stocks and this is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.